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RDR

Individual Protection

RDR offers opportunity for balanced advisers - Chadborn

Peter Chadborn believes the Retail Distribution Review (RDR) may provide an opportunity for advisers to secure clients that banks cannot afford to service.

clock 27 January 2011 •

RDR

Tenet mulls accredited status in new regime

Tenet Support Services is considering becoming an accredited body in the wake of the FSA's confirmed policy on professionalism.

clock 27 January 2011 •

Your profession

Don't waste time putting clients in boxes

There has been much hype about client segmentation recently. But Paul Etheridge, founder and chairman of Prestwood Software, argues this is not necessarily the best strategy.

clock 27 January 2011 •

RDR

Blog: After 2,000 pages, is the FSA's work on RDR done?

Helpfully, at the beginning of every FSA paper, there is a small section outlining who should read it.

clock 27 January 2011 •

RDR

Carl Lamb: How I prepared for RDR

Carl Lamb, managing director of IFA firm Almary Green, reveals his plans for RDR.

clock 26 January 2011 •

Investment Trusts

Will RDR mean the rebirth of ITs?

INVESTMENT TRUSTS

clock 26 January 2011 • 4 min read

Your profession

Sesame Bankhall 'unlikely' to apply for accredited status

Sesame Bankhall Group has all but ruled itself out of applying to become an accredited body under the FSA's new professionalism regime.

clock 25 January 2011 •

RDR

Blog: FSA shrouds the simple in goobledygook

The Plain English Campaign (PEC) has been fighting gobbledygook, jargon and misleading public information since 1979. Judging by last week's RDR professionalism paper it still has work to do at the FSA.

clock 24 January 2011 •

Regulation

Aviva: Most advice firms will still be trading post-RDR

More than three quarters of advisers are confident they will still be trading come 1 January 2013, the day the RDR is introduced, according to Aviva research.

clock 24 January 2011 •

Regulation

FSA on gap-fill: Reading 'suitable' material may count

The FSA has reiterated qualifications gap-fill should be structured CPD, but it says reading 'suitable material' is acceptable where it is not available for specific knowledge gaps.

clock 21 January 2011 •
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